4-Part Series

IRAs continue to be an essential part of retirement planning. This series will clarify multiple IRA issues, including rollovers, distributions, error resolution, and other misunderstood areas.

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IRAs can be extremely complex so knowing the rules and how they are applied is crucial. This series will provide current information for those who deal face-to-face with accountholders and for staff who have IRA operational, compliance, or reporting responsibilities. It will also provide management with a solid understanding and appreciation of IRA rules and responsibilities. Areas addressed will include handling minimum distributions, error resolution, and rollovers versus transfers – one of the most incorrectly reported IRA areas.

Session Dates & Descriptions

Recent rule changes have expanded rollover opportunities under certain circumstances but have limited rollover opportunities under other scenarios. Changes bring opportunities to financial institutions that understand how to navigate and properly handle IRA rollovers and transfers. After this session, you will know how IRA owners and beneficiaries may move assets between IRA plans, and between employer retirement plans and IRA plans. Be prepared the next time an IRA owner requests a rollover or transfer.

This can't-miss session about traditional and Roth IRA reporting responsibilities will be presented in easy-to-understand terms to ensure your financial institution is up-to-date on reporting and compliance issues. It will address traditional and Roth IRA governmental reporting requirements, participant notices, and statement requirements. From 1099-R and 5498 reporting, to RMD and beneficiary distribution reporting, this session will cover a lot of ground! Learn about common reporting mistakes and correction methods to meet your compliance responsibilities.

Join us for an exceptional session that will update you on many issues facing IRA owners and IRA custodians. Current information, interpretations, and best practices will be included in this practical, easy-to-understand session. Are you following the latest IRS guidance on withholding and reporting regarding payments from IRAs to state unclaimed-property funds? Do you understand your responsibilities to monitor and calculate required minimum distributions versus required beneficiary death distributions? Which IRA transactions require written documentation by the IRA owner? Explore the most misunderstood IRA rules and turn confusion into confidence!

Handling traditional IRA required minimum distributions (RMDs) and Roth IRA distributions are important components of administering any IRA program. This session will include a thorough review of the rules and best practices surrounding handling and calculating RMDs and Roth IRA distributions. New or experienced staff who meet face-to-face with IRA owners or have IRA operational or reporting responsibilities will gain a solid understanding of RMD and Roth IRA distribution rules and considerations.